Services Senior Manager FiduciaryTrust & Estate Accounting Services

Location : Anywhere in Country

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Tax Business Tax Services Fiduciary / Trust & Estate Tax Administration Services Financial Services Organization Senior Manager

The Opportunity

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets Wealth and Asset Management Insurance and Real Estate Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish and the global economy is healthy growing and secure. If you have a passion for rallying together to solve complex challenges then come join our dynamic FSO team!

FTEAS provides fiduciary / court accounting services for trusts and estates serving banks law firms family offices and individual and professional trustees throughout the United States. The Senior Manager is part of the leadership team and plays an integral role in the overall strategy and success of the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision training and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures including onboarding new clients and setting up new matters complying with independence eDocs and technology initiatives.

Your Key Responsibilities

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery of work products to clients.
• Managing client relationships.
• Actively participate in business development including weekly sales calls client presentations marketing efforts and business development meetings.
• Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements thereby enhancing long-term working relationships.
• Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with the various EY channels to establish client and / or engagement codes for all business. Vet matters for Independence and oversee / ensure compliance with eDocs.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible stable and team-oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications and to meet Firm continuing education requirements.
• Review and monitor engagement profitability staff efficiency and workload assignments to meet deliverables.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.
• Decisions made by the Senior Manager include review of accountings the interpretation of trust documents; reviewing and interpreting accounting concepts and state / local filing requirements; reviewing tax documents; reviewing bank brokerage statements and other documents in connection with the preparation of accountings; developing and applying processes to meet the needs of the engagements and the business in general.

Skills and Attributes for Success

To qualify for this role you must have

Ideally you will have

What we offer you

At EY well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

Are you ready to shape your future with confidence Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY Building a better working world

EY is building a better working world by creating new value for clients people society and the planet while building trust in capital markets.

Enabled by data AI and advanced technology EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance consulting tax strategy and transactions. Fueled by sector insights a globally connected multi-disciplinary network and diverse ecosystem partners EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race color religion age sex sexual orientation gender identity / expression pregnancy genetic informationnational origin protected veteran status disability status or any other legally protected basis including arrest and conviction records in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process please call 1-800-EY-HELP3 select Option 2 for candidate related inquiries then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EYs Talent Shared Services Team (TSS) or email the TSS at .

Required Experience :

Senior Manager

Key Skills

Electro Mechanical,Instrument Maintenance,Adobe Dreamweaver,Document Control Management,E-Commerce

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 153400 - 331700